As the Owner, Financial Advisor, and Certified Financial Planner at Silver Pine Wealth Management. My primary responsibilities include providing clients with comprehensive financial services such as income planning, retirement planning, and portfolio construction. With over 16 years of experience in the financial services industry, I bring a wealth of knowledge and expertise to my role. Prior to my current position, I worked at the Better Business Bureau.
I obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2021 and also hold the AAMS certification. Additionally, I am licensed through LPL Financial with the Series 7 - General Securities Representative Examination, Series 66 - Uniform Combined State Law Examination, Series 9 - General Securities Sales Supervisor-Options Module Examination, and Series 10 - General Securities Sales Supervisor-General Module Examination. I earned both my bachelor's degree and my master's degree from the University of Idaho.
When it comes to my job, what I most enjoy is walking side-by-side with clients, helping them pursue their goals. I believe that the greatest values I can provide for our clients are passion and commitment.
I currently live in Post Falls, Idaho with my wife, Kim. Together, we have three adult children and seven grandchildren. Outside of work, I am actively involved in Real Life Ministries as a life group leader and marriage ministry mentor. I like to describe myself as an "executive by day, redneck by night" – an “executive redneck”, if you will. I have a passion for serving our clients and the community, as well as a calling to be in the woods with the critters. If you ever call me and I answer in a whisper, I'm probably in a tree stand or at the edge of a clear cut.